Market Enterprise <3135> announced an expansion of its shareholder benefit program after the close of trading on December 19, leading to the stock price hitting the upper limit buy order on the 20th. Previously, a 500 yen Quo card was given to shareholders holding 100 shares or more at the end of June, but from the end of June 2025, shareholders holding 500 shares or more will receive a 25,000 yen digital gift at the end of June and December. The yield from the benefits based on the closing price on the announcement day stood at 12.3%.
However, the positive sentiment towards the expansion of shareholder benefits has already manifested in the form of improved performance. For the first quarter (1Q) results for the fiscal year ending June 2025, revenue increased by 33.7% year-on-year to 5,492 million yen, and operating profit was 69 million yen (compared to a loss of 154 million yen in the same period last year). The net-type reuse and mobile income expansion drove this growth, surpassing 5,000 million yen for 1Q revenue, reaching an all-time high. Given the smooth progress in revenue, the profit also exceeded the planned figures. Since these figures account for one-time costs (headquarters relocation expenses of 68 million yen), it seems appropriate to recognize that the actual degree of improvement is greater than it appears. Along with the expansion of shareholder benefits, the monthly revenue for November was also announced, showing a 33.4% increase year-on-year, indicating an acceleration in growth rate.
For the full year, revenue is projected to be 23,000 million yen, an increase of 21.0% compared to the previous period, with operating profit expected to rise by 134.3% to 700 million yen. Due to seasonal demand, an upward trend in revenue is anticipated leading to the end of the period, and from 2Q onwards, the revenue that exceeds the breakeven point will start contributing to profits. The medium-term management plan, which concludes in the fiscal year ending June 2026, targets 30,000 million yen in revenue and 2000 million yen in operating profit. The plan aims for further growth backed by the expansion of the reuse market.
